Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.5B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,213
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$19.7M
3
+$19M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$17M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$14.8M

Top Sells

1
+$13M
2
+$12.9M
3
+$7.25M
4
GLD icon
SPDR Gold Trust
GLD
+$6.83M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.38M

Sector Composition

1 Technology 5.27%
2 Financials 4.79%
3 Healthcare 4%
4 Industrials 3.92%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$372K ﹤0.01%
7,400
+1,982
1502
$371K ﹤0.01%
16,893
+4,384
1503
$371K ﹤0.01%
+4,726
1504
$371K ﹤0.01%
14,795
+708
1505
$370K ﹤0.01%
18,236
1506
$369K ﹤0.01%
2,068
-12
1507
$368K ﹤0.01%
15,065
+1,746
1508
$368K ﹤0.01%
10,188
+2,832
1509
$368K ﹤0.01%
7,095
-307
1510
$367K ﹤0.01%
28,092
+427
1511
$366K ﹤0.01%
14,129
-1,139
1512
$366K ﹤0.01%
+4,311
1513
$366K ﹤0.01%
6,881
+860
1514
$366K ﹤0.01%
116,260
1515
$364K ﹤0.01%
15,704
-5,267
1516
$364K ﹤0.01%
10,028
+3,416
1517
$364K ﹤0.01%
7,543
-45
1518
$364K ﹤0.01%
4,841
+1,433
1519
$363K ﹤0.01%
16,815
+4,145
1520
$362K ﹤0.01%
1,765
+195
1521
$362K ﹤0.01%
17,204
+54
1522
$362K ﹤0.01%
+15,859
1523
$362K ﹤0.01%
5,361
+1,101
1524
$362K ﹤0.01%
6,969
-679
1525
$360K ﹤0.01%
1,072
-674
59 60
61
62 63